Angelus Wealth, LLC

Angelus Wealth is a state‑registered, faith‑oriented wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small business owners with comprehensive wealth management, investment advisory, and standalone financial planning services. Its offerings include discretionary and non‑discretionary portfolio management, retirement and estate coordination, tax‑efficient investing guidance, and values‑aligned investment screening options (Biblically Responsible and Morally Responsible Investing).

The firm describes its approach as fiduciary stewardship that integrates Biblical principles and primarily employs passive investment management using low‑cost, diversified mutual funds and ETFs, while selecting outside managers where appropriate. Angelus operates a hybrid engagement model combining asset‑based portfolio management with separate flat‑fee or hourly planning engagements and generally prefers a $500,000 relationship size but makes planning services available to clients below that threshold.

Compared with many independent solo advisors, Angelus is notable for its corporate structure and affiliated business lines: it is a subsidiary of a parent company that offers tax, accounting, and Personal & Family CFO services and is affiliated with a CPA practice, with those services provided under separate agreements and fees. The Brochure discloses that firm leadership devotes substantial time to those affiliated accounting and tax activities, which creates potential conflicts of interest and referral relationships that differ from typical independent RIAs.